“Yields have started 2018 off on a volatile note, which has been somewhat painful and disconcerting for fixed income investors.”
Author: egpwm-dev
“Although it can be difficult to experience these declines, the underlying fundamentals of the economy and markets are pointing to the potential for continued growth in 2018 and beyond.”
“Friday’s sharp stock market decline might have led us to forget that just a few days ago many claimed the stock market was melting up.”
“The latest data on GDP, inflation, and the job market continue to paint a positive picture of the U.S. economy.”
“Jerome Powell will take over as Fed chair on February 3 and may continue the path of data-dependent, gradual rate hikes laid out by his predecessor, Janet Yellen.”
“The recent lack of volatility in the U.S. stock market has been historic on many levels.”
“The Beige Book suggests continued moderate economic growth.”
“Treasury yields have seen a significant increase since early September 2017, but credit markets aren√¢‚Ǩ‚Ñ¢t showing any signs of stress.”
“We expect a solid fourth quarter earnings season and believe a 14–16% year-over-year increase in S&P 500 earnings is achievable.”
“2017 was an excellent year for international equities, particularly EM.”
